Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,187 | $81,331-42.0% | $155,534-69.7% | $80,935-41.7% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 12.44% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $59 | $3,105-98.1% | $4,675-98.7% | $2,757-97.9% |
| Participant deferral / active EE | $6,866 | $3,454+98.8% | $5,630+22.0% | $4,299+59.7% |
| Admin fee / account holder | $9,051 | $7,999+13.1% | $15,900-43.1% | $6,924+30.7% |